San Francisco Sentry Investment Group’s Lincoln National LNC Stock Holding History

San Francisco Sentry Investment Group’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$4K	Hold	70	–	–	﹤0.01%	588
2021 Q1	$4K	Hold	70	–	–	﹤0.01%	616
2020 Q4	$4K	Hold	70	–	–	﹤0.01%	584
2020 Q3	$2K	Hold	70	–	–	﹤0.01%	616
2020 Q2	$3K	Sell	70 -153	-69%	-$5.38K	﹤0.01%	569
2020 Q1	$6K	Buy	223 +174	+355%	+$8.26K	﹤0.01%	539
2019 Q4	$3K	Hold	49	–	–	﹤0.01%	702
2019 Q3	$3K	Hold	49	–	–	﹤0.01%	696
2019 Q2	$3K	Hold	49	–	–	﹤0.01%	694
2019 Q1	$3K	Hold	49	–	–	﹤0.01%	719
2018 Q4	$3K	Sell	49 -86	-64%	-$5.23K	﹤0.01%	711
2018 Q3	$9K	Buy	135 +86	+176%	+$5.68K	﹤0.01%	598
2018 Q2	$3K	Hold	49	–	–	﹤0.01%	673
2018 Q1	$4K	Hold	49	–	–	﹤0.01%	786
2017 Q4	$4K	Hold	49	–	–	﹤0.01%	785
2017 Q3	$4K	Hold	49	–	–	﹤0.01%	769
2017 Q2	$3K	Buy	+49	New	+$3.24K	﹤0.01%	659

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

San Francisco Sentry Investment Group's LNC Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Lincoln National (LNC) position steady in Q2 2021 at 70 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

San Francisco Sentry Investment Group first reported a position in LNC in Q2 2017 and has held it in 17 quarters since. The position peaked at $9K in Q3 2018. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

San Francisco Sentry Investment Group held 70 shares of Lincoln National worth $4K as of Q2 2021.
San Francisco Sentry Investment Group left its Lincoln National share count unchanged in Q2 2021.
Lincoln National made up ﹤0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #588 holding.
San Francisco Sentry Investment Group first reported a position in Lincoln National in Q2 2017 and has held it in 17 quarters since.
San Francisco Sentry Investment Group's Lincoln National position peaked at $9K in Q3 2018.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.